Unlink Organisation from AR/AP

If an Organisation is defined as a Customer or Supplier or both, then the Organisation is linked to an existing Accounts Receivable Customer or Accounts Payable Supplier in Greentree Financials.

To break this link to Greentree Financials, unlink the Organisation and the Accounts Receivable Customer/Accounts Payable Supplier. Use this item to break this link through re-defining the Organisation Relationship.

You select the Organisation from the list. The currently linked AR Customer/AP Supplier displays for your convenience. You can select a non-customer type Relationship from the list of Relationships and save the record.

Note:

Org to Customer unlink - If the linked customer has transactions against it or the linked customer has sales orders against it, then Greentree warns and user can still proceed with the unlink if they choose to.
Org to Supplier unlink - If the linked supplier has transactions against it or The linked supplier has purchase orders against it, then Greentree warns and user can still proceed with the unlink if they choose to.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

Select the Organisation that you want to unlink from the Accounts Receivable Customer, from the dropdown list of Organisations. Selecting the Organisation code fills in the Alpha and Name fields.

Alpha

Select the Organisation that you want to unlink from the Accounts Receivable Customer, from the dropdown list of Organisations. Selecting the Organisation Alpha Code fills in the Code and Name fields.

Name

Select the Organisation that you want to unlink from the Accounts Receivable Customer, from the dropdown list of Organisations. Selecting the Organisation Name fills in the Alpha and code fields.

Relationship

To unlink the Organisation from the Accounts Receivable Customer, you must re-define the Organisation's Relationship. Select the new Relationship from the dropdown list of values. You can select :

Prospect - A possible client, most probably an organisation with whom you have picked up a lead. You can distinguish your potential customers from your current customers.
Supplier - Supplies a product/service to your Company.
Reseller - An organisation that sells your products/services on behalf of your company.
Other types - Non-customer relationships that have been set up by your administrator.

You have the additional option to define a new Relationship Type through maintaining the list of Lookup fields in CRM System Settings.

Current Customer

These fields are filled when the Organisation that must be unlinked is selected. These fields are filled with the detail of the Accounts Receivable Customer currently linked to the Organisation.